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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Cliffwater
Marina Del Rey,
California
| $371M | +$21.3M | +6% | 4.25% | 29.4% | 25 | 8% | 4.7 |
|
| 3702 |
3702
Milestone Investment Advisors
Middleton,
Wisconsin
| $371M | +$26.6M | +8% | 8.45% | 56.9% | 132 | 8.33% | 1.1 |
|
| 3703 |
3703
Morton Capital Management
Calabasas,
California
| $370M | +$33.7M | +10% | 6.68% | 75.4% | 108 | 11.11% | 1.6 |
|
| 3704 |
3704
Black Diamond Financial
Towson,
Maryland
| $370M | -$19.2K | -0% | 7.01% | 68.3% | 116 | 0.86% | 3.2 |
|
| 3705 |
3705
Pathway Financial Advisors
South Burlington,
Vermont
| $370M | +$23.5M | +7% | 6.58% | 52.7% | 174 | 8.62% | 3.3 |
|
| 3706 |
3706
Nepsis Inc
Minneapolis,
Minnesota
| $370M | +$18.5M | +5% | 10.6% | 131% | 30 | 13.33% | 4.1 |
|
| 3707 |
3707
Moller Wealth Partners
| $369M | +$14.4M | +4% | 3.68% | 44.1% | 52 | 5.77% | 6.5 |
|
| 3708 |
3708
Affiance Financial
St. Louis Park,
Minnesota
| $369M | +$25.6M | +7% | 6.49% | 57.8% | 104 | 13.46% | 5 |
|
| 3709 |
RS
3709
Retirement Solution
Redmond,
Washington
| $369M | +$31.1M | +9% | 9.3% | 77.3% | 45 | 20% | 1.8 |
|
| 3710 |
3710
IBEX Wealth Advisors
Bedminster,
New Jersey
| $369M | -$91.2M | -20% | 8.97% | 234% | 152 | 56.58% | 1.9 |
|
| 3711 |
3711
Cypress Asset Management
Houston,
Texas
| $369M | +$36.3M | +11% | 13.7% | 141% | 119 | 11.76% | 6.4 |
|
| 3712 |
3712
Altiora Financial Group
Lebanon,
Ohio
| $368M | +$23.2M | +7% | 5.32% | 41.1% | 84 | 14.29% | 0.8 |
|
| 3713 |
3713
Kadensa Capital
Central,
Hong Kong
| $368M | -$28.4M | -7% | 17.4% | 191% | 42 | 73.81% | 0.3 |
|
| 3714 |
3714
Shayne & Jacobs LLC
Nashville,
Tennessee
| $368M | +$45.7M | +14% | 14.5% | 79.4% | 97 | 8.25% | 2.7 |
|
| 3715 |
3715
Sierra Summit Advisors
Incline Village,
Nevada
| $368M | +$24.7M | +7% | 11.9% | 302% | 229 | 50.66% | 0.2 |
|
| 3716 |
3716
Juniper Capital Advisors
Houston,
Texas
| $367M | +$29.5M | +9% | 9.34% | – | 1 | 0% | 0.3 |
|
| 3717 |
3717
First Reserve GP XIII
Stamford,
Connecticut
| $367M | +$45M | +14% | 14% | 5.56% | 1 | 0% | 0.3 |
|
| 3718 |
3718
RS Crum Inc
Newport Beach,
California
| $367M | +$42.7M | +13% | 4.92% | 54.2% | 82 | 2.44% | 1.7 |
|
| 3719 |
BC
3719
Belmont Capital
Los Angeles,
California
| $367M | +$132M | +57% | 12.8% | 182% | 195 | 17.95% | 1.6 |
|
| 3720 |
3720
Whalerock Point Partners
Providence,
Rhode Island
| $367M | +$43.1M | +13% | 14.6% | 103% | 182 | 12.09% | 4.9 |
|
| 3721 |
CCM
3721
Contrarian Capital Management
Greenwich,
Connecticut
| $367M | -$44.1M | -11% | 5.74% | 29.4% | 34 | 23.53% | 2.3 |
|
| 3722 |
3722
Lodbrok Capital
London,
United Kingdom
| $366M | +$25.5M | +7% | 7.5% | 25.9% | 5 | 0% | 1.7 |
|
| 3723 |
3723
Optas LLC
Austin,
Texas
| $366M | +$34.1M | +10% | 11.5% | 118% | 218 | 14.22% | 2.3 |
|
| 3724 |
3724
Sage Advisory Services
Austin,
Texas
| $366M | -$7.04M | -2% | 5.68% | 37.8% | 53 | 11.32% | 2.7 |
|
| 3725 |
MM
3725
Meridian Management
Little Rock,
Arkansas
| $366M | +$14.5M | +4% | 6.54% | 65.3% | 102 | 6.86% | 4.4 |
|